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Politics : Formerly About Applied Materials
AMAT 266.76-0.5%2:29 PM EST

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To: andy kelly who wrote (12821)12/10/1997 12:20:00 PM
From: Big Bucks  Read Replies (2) of 70976
 
Hi Andy,
I'm still waiting, AMAT has futher downward pressure for the
rest of December, IMHO. The "Asian Contagion" as its called,
looks like it may develop into pnuemonia for technology stocks
such as the computer sector, semi-manufacturers, and semi-equip
stocks with heavy exposure in the Pacific Rim. Europe may
suffer from some of the same symptoms from having exposure
in these Asian markets also. The outlook is unclear,at best,
but my feeling is that investors and funds will be very
cautious and keep the stock price down for a while yet. Not
all the issues or facts are on the table yet, still a bunch
of wild cards in the deck that could change the betting on
the hand with the turn of a card.

Just my opinion,
BB
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